Financial Advisor
Work with Middle-Income Families & Businesses, Teach How Money Works, Provide Comprehensive, Customized and Complementary Financial Plans.
Licensing & Training Provided. NO Quotas, No Charge, No Pressure, No Net-Worth minimums, Vetted partner providers who work for You. Create your own schedule, field train by shadowing your business partner & earn bonuses while they do all of the heavy lifting for you: grow your team, your clients & your referral Network. Team Training 2x/week in-office & on Zoom. You decide how you'll attend.
Background Check & Licensing Included for $99 BACKGROUND CHECK & LICENSING, +$25/m IS OPTIONAL for your online tools package AND FOR PRIMERICA TO PAY FOR YOUR INVESTMENT LICENSES. It also includes Morningstar, CRM, Financial calculators, marketing & social media content, FNA & electronic applications, etc. Use of our electronic applications provide daily pay cycles. You may go between the FREEM LIITED ACCESS SERVICE & THE PAID FULL SERVICE SUBSCRIPTIONS, AT WILL.
We are seeking motivated individuals to join our team of Financial Advisors who are interested in self-promoting to Regional Vice-President in 12-18 months, earning $100,000-$300,000/year to start. Your Ownership of your business is achieved at $300,000 income. Begin part-time or full-time & work directly with the owner.
Candidates must be coachable & apply necessary effort required while learning work/life blend, communication skills, sales/negotiation skills & leadership skills necessary for success in this role.
Being a licensed Advisor offers flexibility, autonomy, and the opportunity to make a positive impact on individuals' financial well-being. As a Financial Advisor, you will be responsible for providing comprehensive financial guidance to clients, with a focus on enhancing financial literacy and promoting financial wellness.
Key Responsibilities:
1. Listening & Communication Skills: Communicate effectively and compliantly in-person, by phone, and online.
2. Teach Financial Literacy: Educate clients on various financial topics, including budgeting, saving, investing, retirement planning, and risk management, to empower them to make informed financial decisions.
3. Complete Financial Plans: Develop comprehensive financial plans tailored to clients' needs and objectives, incorporating strategies for wealth accumulation, debt management, insurance solutions, tax efficiency, and wealth management.
4. Leadership: Demonstrate leadership qualities by taking initiative, providing mentorship to colleagues, and contributing to a positive team environment.
5. Work with Individuals and Businesses: Providing our clients complimentary, high-level financial advice regardless of net worth.
6. Grow Distribution: Increase agent reach and client base within your local community and grow as much as you'd like across the US.
7. Sound personal fiscal management- 1099 tax reporting and daily pay cycles require basic accounting and organizational skills. We recommend working with a professional accountant or tax advisor.
Qualifications:
- Must be 18 years+ and able to pass a state and federal background check.
- Must be willing to obtain relevant licenses (Life Insurance, SIE, Series 6, 63, 65) within a specified timeframe.
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Confidentiality is a must. You will have access to personal information and client funds.
- Previous experience in financial services or a related field is preferred but not required.
- Ability to work independently and collaborate effectively within a team environment.
- Willingness to continuously learn and stay updated on industry trends and regulations.
-Access to phone, reliable internet, and computer (desktop, laptop, or tablet).
Opportunities:
This position offers opportunities for growth, advancement, and leadership within the organization. Whether you're seeking to expand your client base, increase your earnings potential, or take on a leadership role, we provide the support and resources to help you achieve your goals. With opportunities available across the United States, you can join a dynamic team and make a meaningful impact in your community.
**Promotions and Raises:** Opportunities for promotions and raises are well-defined and based on production and agent promotions.
**Training Bonuses:**Opportunity to earn while you learn in your first 60 days, shadowing your business partner.
**Licensing and Training:** Meet the requirements and you can have your life and securities licensing fees paid for.
**No Quotas:** Work at your own pace without the pressure of meeting sales quotas or targets.
**No Net-Worth Minimums" We provide professional financial service regardless of a client's net-worth.
**Override and Ownership Opportunities:** Access opportunities for overrides and ownership in recognition of your contributions and leadership within the organization.
**Daily Pay Cycles:** Enjoy the predictability of multiple daily pay cycles each time you create a client or fulfill client needs. 125 pay cycles/month
**Full-time opportunities available:** Start part-time, around what you are currently doing, and work your way up to full-time when the time is right. Avoid lay-offs and underemployment.
Join us in our mission to help families earn more income, become debt free, and financially independent. Help us teach people How Money Works, so they can make more informed decisions about their money. Apply now to become a Financial Advisor and embark on a rewarding career journey!